See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,110 | $105,860-69.7% | $90,749-64.6% | $134,475-76.1% |
| Participation rate | 94.1% | 78.2%+15.9pp | 75.7%+18.4pp | 81.2%+12.9pp |
| Annual return | -13.51% | -11.01%-2.5pp | -12.16%-1.3pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,310 | $3,462-33.3% | $2,921-20.9% | $4,740-51.3% |
| Participant deferral / active EE | $3,994 | $5,216-23.4% | $4,564-12.5% | $6,400-37.6% |
| Admin fee / account holder | $1,697 | $13,938-87.8% | $8,445-79.9% | $11,426-85.2% |